Purchases and Sales Made in Q3 2023 in Ishares Msci Usa Min Vol Facto (USMV)
This table provides information about the institutional ownership of Ishares Msci Usa Min Vol Facto (USMV) during Q3 2023. The information is specifically focused on institutions that hold shares of ISHARES MSCI USA MIN VOL FACTO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.73K- 0.57% |
$125K - $131K
|
302K
$27M
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-1.74K- 21.31% |
$126K - $132K
|
6.43K
$575K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.76K- 17.97% |
$127K - $134K
|
8.01K
$717K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1.76K- 29.0% |
$127K - $134K
|
4.3K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-1.76K- 17.54% |
$127K - $134K
|
8.27K
$741K
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-1.78K- 28.4% |
$129K - $135K
|
4.49K
$402K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.79K- 62.11% |
$129K - $136K
|
1.09K
$97.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-1.8K- 8.96% |
$130K - $137K
|
18.2K
$1.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Iowa State Bank
|
SELL
|
- |
-1.81K- 13.89% |
$131K - $138K
|
11.2K
$1.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-1.84K- 1.55% |
$133K - $140K
|
117K
$10.5M
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-1.85K- 2.23% |
$134K - $140K
|
81K
$7.25M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.87K- 30.29% |
$136K - $142K
|
4.31K
$386K
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.88K- 4.58% |
$136K - $143K
|
39.1K
$3.5M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.93K- 3.48% |
$140K - $147K
|
53.5K
$4.79M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1.93K- 31.11% |
$140K - $147K
|
4.28K
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.94K- 12.86% |
$140K - $147K
|
13.1K
$1.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-1.97K- 7.11% |
$143K - $150K
|
25.7K
$2.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-2K- 16.63% |
$145K - $152K
|
10K
$898K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2.05K- 5.84% |
$148K - $156K
|
33.1K
$2.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-2.07K- 9.87% |
$150K - $157K
|
18.9K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.09K- 30.0% |
$151K - $159K
|
4.88K
$436K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.1K- 37.67% |
$152K - $160K
|
3.47K
$311K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.11K- 5.6% |
$152K - $160K
|
35.5K
$3.18M
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.13K- 94.5% |
$154K - $162K
|
124
$11.1K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.13K- 3.08% |
$154K - $162K
|
67.1K
$6M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.19K- 37.64% |
$159K - $167K
|
3.63K
$325K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-2.2K- 17.48% |
$159K - $167K
|
10.4K
$929K
|
|
|
Oct 25, 2023
Q3 2023
|
ETF Store, Inc.
|
SELL
|
- |
-2.27K- 3.12% |
$164K - $173K
|
70.4K
$6.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.28K- 1.07% |
$165K - $174K
|
211K
$18.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.28K- 2.88% |
$165K - $174K
|
77.1K
$6.9M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-2.34K- 24.61% |
$169K - $178K
|
7.16K
$641K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-2.36K- 17.93% |
$171K - $180K
|
10.8K
$968K
|
|
|
Nov 08, 2023
Q3 2023
|
Opus Investment Management Inc
|
SELL
|
- |
-2.38K- 3.81% |
$172K - $181K
|
60.1K
$5.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-2.41K- 3.77% |
$175K - $183K
|
61.6K
$5.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.43K- 6.98% |
$176K - $185K
|
32.4K
$2.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
SELL
|
- |
-2.51K- 12.41% |
$182K - $191K
|
17.7K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-2.52K- 5.4% |
$182K - $192K
|
44.1K
$3.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-2.53K- 3.64% |
$183K - $192K
|
66.8K
$5.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-2.54K- 1.85% |
$184K - $193K
|
135K
$12M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-2.55K- 11.24% |
$185K - $194K
|
20.1K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.59K- 1.61% |
$188K - $197K
|
158K
$14.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Absolute Capital Management, LLC
|
SELL
|
- |
-2.63K- 3.54% |
$190K - $200K
|
71.7K
$6.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.65K- 39.24% |
$192K - $202K
|
4.11K
$368K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2.67K- 20.39% |
$193K - $203K
|
10.4K
$932K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.68K- 18.23% |
$194K - $204K
|
12K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.69K- 39.98% |
$195K - $204K
|
4.04K
$361K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.71K- 3.36% |
$196K - $206K
|
78K
$6.98M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.74K- 3.11% |
$198K - $208K
|
85.4K
$7.64M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-2.75K- 5.52% |
$199K - $209K
|
47.1K
$4.22M
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-2.79K- 21.23% |
$202K - $212K
|
10.3K
$925K
|